Salesforce Slack connector

Unlock true sales efficiency from day one by integrating Salesforce and Slack

Power-up your pipeline with Slack and Salesforce integration. Achieve crystal-clear pipeline visibility, driving peak performance across your sales org with simplified sales processes. Enhance team collaboration with user-friendly, no-code workflows.

Monitor, get alerted and take action

Want a simple way to stay informed about your pipeline? Integrate Salesforce with Slack to configure rules for pipeline monitoring, communication, and team collaboration on autopilot. Don’t just get alerted but take actions like saving deals from being lost and updating Salesforce from within Slack.

[Example Trigger] When this happens...
Opportunities with no activity
Triggers when stale opportunities with no activity are identified in Salesforce
Trigger: 
Instant
...then automatically do this
Send a message to a channel or user
Alerts the concerned opportunity owner or channel reminding to save opportunities

Elevate your Salesforce + Slack experience with Luru's seamless integration

Ensure your team stays updated on crucial information. Take control of performance and efficiency with no-code workflows, scheduled alerts, commands, and more.
Deploy processes that save time

Empower your team with lightning-fast, customized workflows without any coding or needing a service integration partner. Automate sales processes, banish mundane tasks, and reclaim valuable time.

No-code workflow builder

Build whatever automation you need with an easy-to-use workflow builder with limitless customizability. Or start with one from the template library.

No coding required!

Bi-directional alerts

Don’t only get notified, update CRM records from right within your favourite chat app in seconds.

No logging in and clicking around on Salesforce or HubSpot!

Approvals

Approve discounts, add-ons, deals and more right from within messaging app at the click of a custom button. Automate the regulars based on conditions.

No more deals stuck because approvals are stuck in a never-ending email chain or a hassle on the CRM!

Analytics dashboard

Find out instantly how well your teams is adopting a process. Train reps better on process compliance, backed with data.

No more retrospectives that can’t help lost deals!

Productivity from day one

Update Salesforce frictionlessly with just 1-click right from within your Slack. Achieve peak productivity for peak results.

No-code workflow builder

Build whatever automation you need with an easy-to-use workflow builder with limitless customizability. Or start with one from the template library.

No coding required!

Bi-directional alerts

Don’t only get notified, update CRM records from right within your favourite chat app in seconds.

No logging in and clicking around on Salesforce or HubSpot!

Approvals

Approve discounts, add-ons, deals and more right from within messaging app at the click of a custom button. Automate the regulars based on conditions.

No more deals stuck because approvals are stuck in a never-ending email chain or a hassle on the CRM!

Analytics dashboard

Find out instantly how well your teams is adopting a process. Train reps better on process compliance, backed with data.

No more retrospectives that can’t help lost deals!

Visibility for crystal-clear action

Take command of your Salesforce account with a bird's eye view of your pipeline. With on-time scheduled alerts, gain actionable visibility tailored to your preferences, so you manage and respond with precision.

No-code workflow builder

Build whatever automation you need with an easy-to-use workflow builder with limitless customizability. Or start with one from the template library.

No coding required!

Bi-directional alerts

Don’t only get notified, update CRM records from right within your favourite chat app in seconds.

No logging in and clicking around on Salesforce or HubSpot!

Approvals

Approve discounts, add-ons, deals and more right from within messaging app at the click of a custom button. Automate the regulars based on conditions.

No more deals stuck because approvals are stuck in a never-ending email chain or a hassle on the CRM!

Analytics dashboard

Find out instantly how well your teams is adopting a process. Train reps better on process compliance, backed with data.

No more retrospectives that can’t help lost deals!

Do more with Slack + Salesforce integration

Process adherence

First response times report
Scheduled report

Sales Productivity

Meeting minutes reminder
Real-time alert

Deal collaboration

AE-CS handover automation
Real-time alert

Pipeline visibility

A report of deals closing this week
Scheduled report

Process adherence

Email template adherence report
Scheduled report

Sales Productivity

Contact last seen on product/website alert
Real-time alert

Deal collaboration

AE-SDR deal handover automation
Real-time alert

Pipeline visibility

Weekly/monthly deal health dip report
Scheduled report
Discover more automations

Integration that lets you take proactive actions to drive real impact

Clean, upto date data
Laser-focused pipeline
Lightning-quick alerts
Bridge team divides
Eliminate sales process bottlenecks
Actionable Slack buttons
Hyper-personalized Slack messages
Custom CRM objects
Build complex workflows

A Salesforce + Slack connector for maximum efficiency

Give your workspace the ability to be effortlessly efficient, performing at its best with minimal effort.
Automate for repeatability

Automate sales tasks for consistent customer experiences. Monitor critical Salesforce records and receive notifications via Slack, empowering your team with immediate actions.

Gain cross-departmental coordination

Unify your teams in deal and account room channels and enhance communication and coordination across different departments, from product to customer success and finance.

Act in split-seconds

Get proactive with real-time reports and alerts based on scheduled filters and conditions. Receive customized reports from Salesforce on high-priority deals, deals postponed to next quarter, email adherence reports, and more directly to your Slack.

What can you do with luru?

Set your organization up for success

Your Salesforce account should do more than just register deal details. And your Slack should be more than just a messaging app.

2X CRM hygiene

Get on-time alerts when critical account or deal info is missing. Update these incomplete data in a jiffy right from Slack, keeping your Salesforce up-to-date and healthy!

1 Hour saved everyday:

Enhance productivity by accessing Salesforce details without logging in to your account. Automate meetings, upload meeting data, and notes in just one click from Slack.

20% Reduction in lead leakage

Get real-time alerts based on the specified conditions or filters you give right on Slack. Say goodbye to outdated Salesforce records, fostering cross-functional, lossless collaboration. Act promptly, stay agile.

say hello to luru workflows

How Slack + Salesforce integration works

1. Jumpstart instantly

Login to Luru with your Salesforce credentials and connect Slack within seconds.

2. Schedule your alerts & reports

Choose how, when, and to whom you want your alerts sent across Slack channels, groups, or DMs.

3. Set up workflows & messages

Customise workflows based on objects and fields. Set up messages with emojis, gifs and more.

4. Stay on top of your pipeline

Gain a 360-degree view of all deals right from Slack. No more lugging around with the clunky Salesforce UI.

Trusted by efficient revenue teams

"The support team is exceptional and takes feedback to heart."

Reed Porter
Head of Sales & CS, Localstack
Solid HubSpot add-on that's been constantly improving. I have been able to receive notes during calls and sync everything to HubSpot. The support team is exceptional and takes feedback to heart to improve the product.

"Saves us a lot of time in a cost-efficient manner, streamlining our sales process."

Jasper Guilaran
AE - Full Cycle, TryProspect
Luru seamlessly integrates with Salesforce and Zoom, allowing us to manage pipelines and update contacts directly from Slack. It saves us a lot of time in a cost-efficient manner, streamlining our sales process.

"My team can now focus on selling rather than admin work."

Anupreet Singh
CRO, Gan AI
Luru is a standout tool for revops teams. Our sales processes have become more efficient, and our CRM hygiene has improved significantly. My team can now focus on selling rather than admin work. And they are amazing listeners to feedback.

"We have been able to quickly create and iterate on sales processes on Slack where our team resides."

Sethu
Cofounder and Revenue Head, Zluri
With Luru’s no code workflows we have been able to quickly create and iterate on sales processes on Slack where our team resides. This has helped us to get a better picture of our pipeline in real time, identify blockers and react quickly to close more deals.
Read full story

"As a sales leader, Luru is a life saver!"

Varun Raj
Sales Leader, Exotel
The ability to pre-define templates and prompt my SDRs and AEs on must-discuss info is amazing! Personally, my hunt for a hassle-free meeting note taker is over :).
Read full story

"One doesn't need an automation background to define a sales process."

Nilesh Gupta
Co-founder & COO, GrowthSpree
The setup and scale of workflows on HubSpot is complex and often requires a service integration (SI) partner. With Luru, one doesn't need an automation background to define a sales process.
Read full story

FAQs on Salesforce Slack integration

What makes Luru a better alternative to Scratchpad? What are the key differences?

Luru excels in enabling revenue teams to tailor advanced workflows precisely to their unique business requirements. Going beyond basic note-taking and workflow capabilities like Scratchpad, Luru seamlessly embeds end-to-end processes across multiple touchpoints where sales teams operate - meetings, chat apps, emails, and web browsers. 

Transcending the role of just another Slack integration, Luru ensures comprehensive process adoption by interweaving itself into the existing tech stack and work environments. 

Additionally, it enhances rep and RevOps productivity through built-in CRM access, automated reporting/follow-ups - features that position Luru as a more robust alternative to Scratchpad.

How does Scratcpad’s pricing compare to Luru’s?

Luru delivers exceptional value with pragmatic per-seat pricing suited for teams of all sizes. For larger sales forces exceeding 100 reps, Luru's pricing model stands as the most cost-competitive option in the market when compared to solutions like Scratchpad.

Moreover, Luru's streamlined deployment facilitated by a no-code workflow builder allows faster realization of ROI versus complex implementation processes. This accelerated time-to-value, coupled with its comprehensive capabilities, renders Luru a more cost-effective choice over Scratchpad.

What advantages does Luru provide in terms of deployment over Scratchpad software?

Luru prioritizes a hassle-free deployment backed by dedicated support and personalized onboarding for all customers. If transitioning from an existing solution like Scratchpad, Luru can seamlessly migrate your current workflows, minimizing disruptions and maintaining continuity.

The deployment process is meticulously designed to be smooth and effortless, empowering you to swiftly set up and leverage Luru's powerful features without intricate implementations or extensive user training requirements.

How does Luru's offering compare to Scratchpad's Slack integration?

Luru's Slack integration is engineered for seamless connectivity, featuring one-click setup and dynamic messaging capabilities that surpass Scratchpad's integration. 

It enables personalized in-Slack messaging and equips reps with CRM action buttons within the chat interface itself, boosting productivity. Going beyond basic note-taking functionality, Luru's Slack integration provides a more immersive and cohesive experience, streamlining sales processes within the familiar Slack environment.

How does Luru's differ from and outperform Scratchpad's Salesforce integration?

Luru's Salesforce integration offers granular control over your Salesforce data - objects, fields, and user-specific filters. This granular control empowers you to craft advanced workflows that optimally leverage your Salesforce data.

Furthermore, Luru amalgamates Salesforce data with meeting and email inputs for truly comprehensive automation. Designed to be more robust and flexible than Scratchpad's Salesforce capabilities, Luru's integration allows you to optimize sales processes more effectively by capitalizing on the full breadth of your Salesforce data and complementary data sources.

Why is Luru better than Scratchpad software for improving forecast accuracy?

Luru enhances forecast accuracy by capturing real-time revenue signals from a multitude of sources - emails, meeting platforms, chat apps, and web interactions. This holistic data consolidation ensures forecasts are grounded in the latest, most accurate information, transcending Scratchpad's confined note-taking scope. 

Moreover, Luru's seamless data capture and real-time actionable alerts prevent lead leakage, ensuring no potential opportunities slip through the cracks - further fortifying the reliability of your forecasts.

What tools and platforms does Luru integrate with?

Luru offers a comprehensive array of integrations to ensure seamless connectivity across your entire sales tech stack: 
a. Leading CRMs: Salesforce, HubSpot - providing a unified hub for sales process/data management. 

b. Work and productivity suite integrations: 
Email - Gmail, Outlook 
Calendar - Google, Outlook 
Chat - Slack, Microsoft Teams, Google Chat 
Meetings - Zoom, Google Meet

 c. Web Browsers: Chrome, Edge and other Chromium browsers for ubiquitous CRM access.

Can you share customer success stories highlighting Luru's superior performance versus competition like Scratchpad?

Customers have found Luru to be a more capable solution than narrow note-taking tools like Scratchpad, lauding its ability to construct highly customized, advanced workflows that effectively solve intricate sales process complexities.

Additionally, Luru delivers greater value by unifying an all-encompassing platform integrating every sales tool teams utilize, as opposed to niche solutions constrained to specific use cases like note-taking within Salesforce or Slack.